+218.9%
SLV vs CPB
-45.7%
+264.5%
-52.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | CPB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.8% | +1.8% | -2.5% | -0.8% |
| 7D | +2.5% | -8.2% | +10.7% | +2.6% |
| 30D | +3.3% | -5.6% | +8.8% | +3.3% |
| 3M | -3.6% | +3.0% | -6.6% | -3.7% |
| 6M | -21.8% | -12.7% | -9.1% | -21.7% |
| YTD | -7.8% | -18.0% | +10.1% | -7.5% |
| 1Y | +58.3% | -31.7% | +90.0% | +59.4% |
| 3Y | +182.6% | -41.0% | +223.5% | +184.3% |
| 5Y | +167.8% | -38.4% | +206.2% | +169.1% |
| 10Y | +218.9% | -45.0% | +263.8% | +235.5% |
| All | +218.9% | -45.7% | +264.5% | +235.5% |
Cumulative growth
Daily Returns
Daily percentage return beside CPB.
Daily Out/Under-Performance
Portfolio return minus CPB return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × CPB return. Early observations use the first valid beta; later observations use the trailing beta estimated for each date.
Cumulative Out/Under-Performance
Relative wealth over 10y: compounded portfolio wealth divided by compounded CPB wealth, less one. Both series rebase at the selected span's start.
Cumulative Alpha
Compounded beta-adjusted residual returns apply the first valid beta to early observations, then the trailing beta ending on each date.
Updating return analytics…
10y analysis · Full analysis span regression · 6 months rolling